Charity Accountants

Charity Accountants Cardiff: Your Guide to our Specialist Charity Advice

If you run a charity or not-for-profit organisation in Cardiff or Bridgend, you’ll want an accountant who truly understands the sector. Charities have unique reporting requirements that differ from other organisations, so specialist knowledge is essential. At Harries Watkins Jones, our dedicated charity team combines expertise with a genuine passion for supporting the charity and not-for-profit sector.

We bring extensive experience, including charity audits, independent examinations, accounting standards, and even trustee roles within not-for-profits. We’re committed to following best practice in charity accounting and governance.

Accountancy Services for Charities

We offer a range of cost-effective accounting services tailored to your charity’s needs, delivered by our specialist charity and profit teams. Our charity accountants have the technical expertise and sector knowledge to support charities, not-for-profits, social enterprises, community interest companies, trading subsidiaries, and educational organisations. We work closely with clients and trustees to help you meet your goals, maintain compliance, and adopt best practice.

Our services include:

• Accounts Preparation: We can prepare your accounts to meet the specific requirements for charities, ensuring transparency and compliance.

• Advice on Audit or Independent Examination: Not sure if your charity needs an audit or an independent examination? We’ll guide you through the legal requirements and income thresholds.

• Independent Examination: We have the experience to carry out independent examinations efficiently and thoroughly.

• Charity Audits: As registered auditors, we provide statutory charity audits when required.

• Grant Audits: We offer assurance services for grants, ensuring compliance for educational and charitable organisations.

• Payroll Management: Efficient processing of salaries tailored to your charity’s needs.

• Tax Advice: We provide expert guidance on charitable tax exemptions, gift aid, VAT, and more complex tax matters.

• Gift Aid Support: Helping you maximise your donations through compliant gift aid claims.

• Business Plans and Grant Applications: Assistance with planning and securing funding.

• Bookkeeping Solutions: Training, advice, and outsourcing using cloud-based systems, including discounted rates for registered and small charities using Xero.

• Management Accounts: Tailored management accounts to assist your board with financial decision-making.

• Advisory Services: Guidance on compliance, governance, and risk management based on our sector expertise.

• Finance Function Outsourcing: Flexible support for your finance function, whether short- or long-term.

• Internal Controls: Design, review, and testing of your charity’s financial controls to ensure accuracy and compliance.

• Risk Management: Helping you identify and manage risks through strategic planning.

• Sounding Board: Offering straightforward, jargon-free advice and support to trustees and management.

Specialist Support for Charitable Bequests and Legacies

A significant part of many charities’ funding comes from gifts left in wills. Our sister firm, Harries Watkins Jones Wills & Probate, specialises in:

• Providing information for potential donors about the tax benefits of charitable legacies.

• Promoting your charity’s activities through our websites.

• Offering will writing and lasting power of attorney services, including discounted fees for clients who include your charity in their will.

• Advising on the administration of charitable legacies and liaising with probate professionals.

Why Choose Harries Watkins Jones as Your Charity Accountants?

When you choose Harries Watkins Jones, you benefit from a team that combines deep sector knowledge with a genuine commitment to your cause. We understand the financial challenges charities face in Cardiff and offer tailored advice and services to meet your unique needs.

Our key strengths include:

• Specialist Knowledge: A thorough understanding of charity finance, governance, funding, and taxation.

• Personalised Service: Bespoke accounting solutions designed around your charity’s size and goals.

• Transparency and Trust: Clear financial reporting to build confidence among stakeholders.

• Regulatory Compliance: Keeping you up to date with Charity Commission and HMRC requirements and best practice.

• Comprehensive Services: From bookkeeping to strategic planning, we cover all your financial needs.

• Cost-Effective Solutions: Helping you make the most of your resources without compromising quality.

• Supporting Your Goals: Whether it’s compliance, growth, or improved governance, we’re here to help.

With a proven track record in charity finance, Harries Watkins Jones is a trusted partner for charities across Cardiff and beyond.

Why not get in touch with our charity accountants today?